Callan Family Office LLC Invests $13.83 Million in The Travelers Companies, Inc. $TRV

Posted by George Bondi on Aug 22nd, 2026

Callan Family Office LLC bought a new position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 62,708 shares of the insurance provider’s stock, valued at approximately $13,826,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. HHM Wealth Advisors LLC grew its holdings in Travelers Companies by 145.7% in the 1st quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock worth $25,000 after acquiring an additional 51 shares during the last quarter. Whipplewood Advisors LLC purchased a new position in shares of Travelers Companies in the first quarter valued at about $26,000. LifeSteps Financial Inc. purchased a new position in shares of Travelers Companies in the second quarter valued at about $26,000. Kilter Group LLC bought a new position in shares of Travelers Companies during the second quarter valued at about $26,000. Finally, Kemnay Advisory Services Inc. bought a new position in shares of Travelers Companies during the fourth quarter valued at about $26,000. 82.45% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Travelers Companies

In related news, EVP Michael Frederick Klein sold 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $307.65, for a total value of $3,076,500.00. Following the sale, the executive vice president owned 45,125 shares in the company, valued at $13,882,706.25. This represents a 18.14% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Mojgan M. Lefebvre sold 16,313 shares of the firm’s stock in a transaction that occurred on Tuesday, July 21st. The shares were sold at an average price of $368.38, for a total value of $6,009,382.94. Following the transaction, the executive vice president directly owned 9,213 shares of the company’s stock, valued at approximately $3,393,884.94. This trade represents a 63.91% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 62,667 shares of company stock valued at $22,688,329. 1.39% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research firms recently issued reports on TRV. Mizuho raised their target price on Travelers Companies from $324.00 to $343.00 and gave the stock a “neutral” rating in a research note on Friday, July 24th. Zacks Research raised Travelers Companies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, July 29th. Morgan Stanley increased their price objective on Travelers Companies from $290.00 to $330.00 and gave the stock an “underweight” rating in a report on Tuesday, July 21st. Citigroup reiterated a “market perform” rating on shares of Travelers Companies in a research report on Monday, July 20th. Finally, Cantor Fitzgerald boosted their target price on Travelers Companies from $335.00 to $360.00 and gave the company an “overweight” rating in a research note on Thursday, July 9th. Four investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have given a Hold rating and five have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $354.26.

View Our Latest Analysis on TRV

Travelers Companies Trading Down 0.2%

Shares of TRV opened at $363.83 on Friday. The firm’s 50-day moving average price is $352.28 and its 200-day moving average price is $318.12. The firm has a market capitalization of $75.88 billion, a price-to-earnings ratio of 9.74, a PEG ratio of 3.46 and a beta of 0.45. The company has a current ratio of 0.33, a quick ratio of 0.33 and a debt-to-equity ratio of 0.27. The Travelers Companies, Inc. has a 1-year low of $252.26 and a 1-year high of $398.70.

Travelers Companies (NYSE:TRV – Get Free Report) last announced its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.41 by $4.63. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The company had revenue of $12.15 billion for the quarter, compared to analysts’ expectations of $11.26 billion. During the same quarter in the previous year, the company earned $6.51 earnings per share. Travelers Companies’s quarterly revenue was up .3% on a year-over-year basis. Sell-side analysts anticipate that The Travelers Companies, Inc. will post 33.82 EPS for the current year.

Travelers Companies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, September 10th will be paid a dividend of $1.25 per share. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.4%. Travelers Companies’s dividend payout ratio (DPR) is currently 13.39%.

Travelers Companies Profile

(Free Report)

The Travelers Companies, Inc (NYSE: TRV) is a leading provider of property and casualty insurance products and services. The company underwrites a broad range of commercial and personal insurance lines, offering coverage designed to protect individuals, small and midsize businesses, and large corporate clients against property loss, liability, and other operational risks. Travelers is known for combining underwriting, claims management and risk control services to help clients prevent losses and recover when incidents occur.

On the commercial side, Travelers writes primary and specialty coverages including property, general liability, commercial auto, workers’ compensation, professional and management liability, surety and inland marine.